Billionaires have left the U.K. and taken $160 billion to Monaco, Switzerland, and the UAE
It’s estimated that billionaire U.K. residents who have loosened their ties to the country in the past two…
The parents taking lump sums from their pensions to fund their children’s homes and weddings
The Bank of Mum and Dad has been around for centuries – but in recent years, even more…
Inheritance mistakes: Why waiting for a windfall can be risky – Darcy Ungaro
Spending money that previously belonged to someone else can feel shameful, knowing they did the work but now…
Do I still owe tax if my mother’s house sold for less than expected? – The Irish Times
Q. Based on the probate valuation of my late mother’s estate we, her two children and executors, had…
New survey shows two-thirds of Kiwis want wealth tax, Labour’s control of main issues slipping
The survey asked respondents which political party they felt was most capable of managing issues facing the country.…
Bill Perkins says parents should give kids their inheritance in their 20s instead of when they die
Bill Perkins, the hedge fund multimillionaire and best-selling author of Die with Zero: Getting All You Can from…
Dear Abby: My son says my generosity is cutting into his inheritance
DEAR ABBY: I have three grown children. One son, “Charles,” with his wife and three elementary-school-aged children, rents…
Inheritance dispute leads to criminal intimidation charges
A pair of elderly brothers became embroiled in a dispute over their late sister’s assets, with the 68-year-old…
I have been left a share of a property in Spain. Where does that leave me on tax? – The Irish Times
A friend, who is Spanish, has been resident here in Ireland for about 10 years. Her mother passed…
I Help Families Prepare Their Kids for Inheritance. Follow My 3 Steps.
This as-told-to essay is based on a conversation with Ken Polk, 53, who is based in Birmingham, Alabama.…
Americans Are Counting on Their Parents’ Death to Fund Retirement
Americans expecting to inherit money from their parents or other relatives are overwhelmingly counting on those funds for…
Great wealth transfer poised to leave advisors chasing inheritance conversations
A new study puts $17.2 trillion in home-based wealth on the move but families aren’t talking about it.…